Banking

The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.

The purchase gives the firm, which relies on the U.S. for nearly all revenue, a foothold in Canada.

"Truist" was roundly mocked when it was unveiled as the name of the merging BB&T and SunTrust, but it’s hardly the first bank moniker to elicit a "huh?" from critics.

The former general counsel has signaled interest in staying on.

Players on both sides of the fence are being forced to rethink past practices.

The private equity-backed parent now spans four independent broker-dealers with nearly 2,000 advisors and $65 billion in client assets.

The firm plans to focus on raising money for products that lock up capital for several years, according to people with knowledge of the matter.

The robo strikes a deal to offer direct deposit service and debit cards.

The JPMorgan chief executive said he couldn't understand why Wells Fargo could have CEO Tim Sloan step down without a successor ready to go.

Firms look to attract client cash from Wall Street institutions by offering a buffet of services that cover banking and investing needs.

BlackRock will appoint an “independent fiduciary to vote” on proxies, according to a spokesman.

Advisors who aren’t putting in the work to attract the next generation are taking a risk.

Asset managers are seeking alternatives to standard mutual fund products.

Clients are paying about half as much to own funds as they were 20 years ago.

The expanded line up of index funds demonstrates one way the brokerage industry is grappling with an ongoing race to offer products at the lowest price.